Davies-Harmon among Forbes’ Best-In-State Wealth Advisors

Morgan Stanley announced that Cathy Davies-Harmon, a senior vice president and wealth advisor in the firm’s Rehoboth Beach wealth management office, has been named to Forbes Magazine’s 2021 list of Best-in-State Wealth Advisors.

The list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes partner Shook Research, is based on an algorithm of qualitative and quantitative data gathered through telephone and in-person interviews, rating thousands of wealth advisors and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices.

“I am pleased that Cathy is representing Morgan Stanley,” said David L. Forman, sub complex manager of Morgan Stanley’s Delaware offices. “To be named to this list recognizes Cathy’s professionalism and dedication to the needs of her valued clients.”

Morgan Stanley Wealth Management provides access to a wide range of products and services for individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management, lending products and services, annuities and insurance, retirement and trust services.